Principal/Blackrock S&P 500 Index Cit — Form 5500 plan (Sei Trust Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Principal/Blackrock S&P 500 Index Cit is a benefit plan reported by Sei Trust Company under EIN 94-3224211 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,469,763,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sei Trust Company
- EIN
- 94-3224211
- Plan number
- 001
- Plan type
- 4
- Location
- Oaks, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,469,763,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241011133729NAL0012544419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,469,763,000
- Total liabilities (EOY)
- $53,452,000
- Net assets (EOY)
- $3,416,311,000
- Net assets (BOY)
- $3,320,198,000
Income & contributions
- Total income / additions
- $799,840,000
Expenses & distributions
- Administrative expenses
- $1,215,000
- Total expenses
- $1,215,000
- Net increase / (decrease)
- $798,625,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.